Compare AU
Compare OZR vs. MHOT
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the SPDR S&P/ASX 200 Resources Fund (OZR) and the VanEck Morningstar Wide Moat (Aud Hedged) ETF (MHOT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZR | MHOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 38 | 2 |
Median incremental investment | $789.16 | $2,553.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $838.10 | $6,004.84 |
Average age group | 26 - 35 | > 35 |
Key Summary
OZR | MHOT | |
|---|---|---|
Strategy | OZR.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 144.05m in AUM and 49 holdings. The SPDR S&P/ASX 200 Resources Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Resources Index. | MHOT.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. MHOT.AX gives investors exposure to a diversified portfolio of attractively priced US companies with sustainable competitive advantages according to Morningstars equity research team. MHOT.AX aims to provide investment returns before fees and other costs which track the performance of the Index with returns hedged into Australian dollars. |
Top 3 holdings | BHP Group Ltd (39.24 %) | Gilead Sciences Inc (3.41 %) Bristol-Myers Squibb Co (2.95 %) The Walt Disney Co (2.79 %) |
Top 3 industries | Materials (81.28 %) Energy (16.64 %) Other (2.08 %) | Other (81.41 %) Health Care (6.60 %) Consumer Staples (3.91 %) |
Top 3 countries | Australia (96.95 %) United States (2.57 %) China (0.48 %) | United States (98.74 %) Netherlands (1.26 %) |
Management fee | 0.4 % | 0.52 % |
Key Summary
OZR | MHOT | |
|---|---|---|
Issuer | SPDR | VanEck |
Tracking index | S&P/ASX 200 Resources Index - AUD | Morningstar Wide Moat Focus Index - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.52 % |
Price | $11.56 | $130.54 |
Size | $144.890 million | $60.794 million |
10Y return | 38.61 % | N/A |
Annual distribution yield (5Y) | 9.77 % | 0.11 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZR | MHOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 38 | 2 |
Median incremental investment | $789.16 | $2,553.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $838.10 | $6,004.84 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
OZR | MHOT | |
|---|---|---|
Pros |
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Cons |
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OZR | MHOT |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |